Sadoff Investment Management

Latest statistics and disclosures from SADOFF INVESTMENT MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Actavis, YHOO, HD, MYL, BAC. These five stock positions account for 24.71% of SADOFF INVESTMENT MANAGEMENT's total stock portfolio.
  • Added to shares of these 10 stocks: Citi, HD, LLY, MS, TOL, PFE, XLNX, BAC, MAS, EBAY.
  • Started 1 new stock positions in INTC.
  • Reduced shares in these 10 stocks: Actavis, Directv, MYL, Hillshire Brands, DHI, KO, CAG, PG, AAPL, BX.
  • Sold out of its positions in Hillshire Brands.
  • As of Sept. 30, 2014, SADOFF INVESTMENT MANAGEMENT has $777.16M in assets under management (AUM). Assets under management grew from a total value of $767.96M to $777.16M.
  • Independent of market fluctuations, SADOFF INVESTMENT MANAGEMENT was a net buyer by $3.69M worth of stocks in the most recent quarter.

SADOFF INVESTMENT MANAGEMENT portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Actavis 6.12 -3.00% 197200 241.28 0.00
YHOO Yahoo! 5.38 1025701 40.75 51.04
HD Home Depot 4.89 414401 91.74 98.28
MYL Mylan 4.28 732020 45.49 55.79
BAC Bank of America Corporation 4.04 1839298 17.05 17.12
LM Legg Mason 4.02 610762 51.16 55.85
NWL Newell Rubbermaid 4.01 906299 34.41 35.94
BMY Bristol Myers Squibb 3.73 565692 51.18 58.80
Directv 3.57 321039 86.52 0.00
PFE Pfizer 3.54 929942 29.57 30.45
Citi 3.50 +2.00% 524691 51.82 0.00
XLNX Xilinx 3.29 604556 42.35 44.78
FL Foot Locker 3.11 433812 55.65 54.55
VIA.B Via 3.03 306077 76.94 0.00
TXN Texas Instruments Incorporated 2.94 478625 47.69 52.56
EBAY eBay 2.93 402490 56.63 54.42
MS Morgan Stanley 2.86 643900 34.57 35.53
Flextronics International Ltd Com Stk 2.80 2107550 10.32 0.00
DHI D.R. Horton 2.76 1046052 20.52 25.49
MAS Masco Corporation 2.67 866015 23.92 24.07
LLY Eli Lilly & Co. 2.64 +2.00% 316935 64.85 67.36
FITB Fifth Third Ban 2.63 1021560 20.02 20.13
TWX Time Warner 2.26 233270 75.21 80.05
ETFC E TRADE Financial Corporation 1.99 686125 22.59 23.03
TOL Toll Brothers 1.98 +2.00% 494800 31.16 34.87
Sanmina 1.76 653875 20.86 0.00
GCI Gannett 1.74 454900 29.67 31.45
ADI Analog Devices 1.72 270820 49.49 51.65
BX Blackstone 1.20 297475 31.48 33.12
NYT New York Times Company 1.18 818900 11.22 12.70
Duke Energy 1.04 107773 74.77 0.00
T AT&T; 1.01 223089 35.24 35.28
SO Southern Company 0.94 167343 43.65 47.25
ED Consolidated Edison 0.90 123550 56.66 62.37
ORI Old Republic International Corporation 0.84 +2.00% 456400 14.28 14.95
AB AllianceBernstein Holding 0.75 224850 26.01 26.71
SCG SCANA Corporation 0.61 96061 49.61 56.52
KO Coca-Cola Company 0.34 -2.00% 62482 42.65 44.50
XEL Xcel Energy 0.34 86298 30.39 33.68
Time 0.09 28398 23.42 0.00
JNJ Johnson & Johnson 0.08 5762 106.56 107.86
CAG ConAgra Foods 0.08 -9.00% 18325 33.02 35.51
BRK.B Berkshire Hathaway 0.06 3137 138.03 0.00
BRK.A Berkshire Hathaway 0.05 2 207000.00 0.00
Nuveen Insd Dividend Advantage 0.05 26800 14.10 0.00
D Dominion Resources 0.04 3961 69.17 73.25
AAPL Apple 0.04 -11.00% 2863 100.59 116.47
WEC Wisconsin Energy Corporation 0.04 7530 43.03 48.62
FISV Fiserv 0.04 4886 64.67 70.06
USB U.S. Ban 0.03 4829 41.83 43.97
INTC Intel Corporation 0.03 NEW 6600 34.85 35.59
PG Procter & Gamble Company 0.03 -16.00% 2460 83.74 88.60